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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-07-18 |
Branch Locations
161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance | Horsham | PA | 03/2016 | 03/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2017 | 03/2018 |
| Mutual Of Omaha Investor Services | Omaha | NE | 03/2018 | 06/2022 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 03/2018 | 06/2022 |
| Mil-Spec Fitness Gear | Harrisburg | PA | 01/2012 | 01/2017 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 07/2022 | Present |
| Penn Mutual Life Insurance Company | Horsham | PA | 07/2022 | Present |
1) INSURANCE & INVESTMENT | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 161 WASHINGTON STREET FLOOR 11, SUITE 1111, CONSHOHOCKEN, PA 19428 | START DATE: 7/6/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY: ALSO ADVISOR MANAGEMENT / BUSINESS DEVELOPMENT. 2) REAL MEN WEAR PIKE GOLF TOURNAMENT | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 250 WILLIAMS ST ATLANTA GA 30303 | START DATE: 7/6/2022 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: :HELPING TO RAISE AWARENESS OF THE TOURNAMENT. HELPING TO ORGANIZE THE OVERALL EVENT:FUNDRAISING TOURNAMENT FOR CHARITY. 3)COACHING / ORGANIZATION | POSITION: PROPRIETOR/OWNER | NATURE: A STEP BY STEP GOAL PLANNING SYSTEM | INVESTMENT RELATED: NO | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 0 | START DATE: 09/02/2024 | ADDRESS: 415 ELM AVE, HERSHEY PA 17033 | DESCRIPTION: SELLING GOAL PLANNERS AND RUNNING WORKSHOPS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-08 |
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